FIRST TRUST EXCHANGE-TRADED FUND VIII - XSEP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 295,404 | 13,117 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 234,857 | 10,429 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 194,448 | 8,634 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,367 | 7,577 | 0.01% | 0.02% | 4 | -129,489 | -43.62% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 162,020 | 7,335 | 0.02% | 0.02% | 5 | -9,013 | -5.27% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 149,246 | 6,627 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 53,085 | 2,403 | 0.0% | 0.0% | 7 | -1,828 | -3.33% | Q3 2026 | Nov 06, 2026 |
| Mariner, LLC | History | No change | 36,840 | 1,635 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 33,503 | 1,516 | 1.13% | 1.37% | 9 | -7,914 | -19.11% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,614 | 1,226 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,776 | 1,212 | 0.05% | 0.05% | 11 | +2,787 | 11.62% | Q3 2026 | Oct 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 21,890 | 991 | 0.44% | 0.49% | 12 | -3,038 | -12.19% | Q3 2026 | Oct 01, 2026 |
| Clear Point Advisors Inc. | History | New | 21,572 | 976 | 0.67% | — | 13 | +21,572 | New | Q3 2026 | Oct 30, 2026 |
| Mutual Advisors, LLC | History | No change | 19,829 | 880 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 18,852 | 853 | 0.19% | 0.19% | 15 | -645 | -3.31% | Q3 2026 | Oct 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,049 | 801 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 17,470 | 775 | 0.25% | 0.25% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Investment Management | History | No change | 16,767 | 744 | 0.39% | 0.39% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Millington Financial Advisors, LLC | History | No change | 16,493 | 734 | 0.29% | 0.29% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Benson Wealth Management INC | History | No change | 15,849 | 703 | 0.71% | 0.71% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,367 | 642 | 0.05% | 0.04% | 21 | +999 | 7.47% | Q3 2026 | Nov 09, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,463 | 642 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 13,183 | 596 | 0.08% | 0.11% | 23 | -3,204 | -19.55% | Q3 2026 | Nov 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 12,819 | 580 | 0.04% | 0.04% | 24 | -258 | -1.97% | Q3 2026 | Oct 08, 2026 |
| Sequent Planning LLC | History | No change | 12,352 | 548 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 11,954 | 530 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10,839 | 490 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,911 | 484 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,493 | 475 | 0.0% | — | 29 | +10,493 | New | Q3 2026 | Nov 02, 2026 |
| SageGuard Financial Group, LLC | History | No change | 10,077 | 447 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 9,225 | 420 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 9,225 | 420 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,200 | 371 | 0.13% | 0.14% | 33 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,200 | 364 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 8,147 | 361 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 7,485 | 338 | 0.0% | 0.0% | 36 | +591 | 8.57% | Q3 2026 | Oct 22, 2026 |
| PFS Partners, LLC | History | Added to | 7,412 | 335 | 0.14% | 0.13% | 37 | +63 | 0.86% | Q3 2026 | Oct 21, 2026 |
| Chris Bulman Inc | History | Added to | 7,089 | 320 | 0.11% | 0.1% | 38 | +696 | 10.89% | Q3 2026 | Oct 20, 2026 |
| QTR Family Wealth, LLC | History | No change | 6,948 | 314 | 0.12% | 0.11% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Added to | 6,808 | 308 | 0.01% | 0.01% | 40 | +311 | 4.79% | Q3 2026 | Oct 16, 2026 |
| IMG Wealth Management, Inc. | History | No change | 6,755 | 305 | 0.16% | 0.17% | 41 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Integrated Advisors Network LLC | History | No change | 6,730 | 304 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 6,767 | 300 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,597 | 292 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,346 | 281 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 6,200 | 275 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 5,959 | 269 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,739 | 259 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Reduced | 4,959 | 224 | 0.07% | 0.07% | 49 | -10 | -0.2% | Q3 2026 | Oct 16, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 4,940 | 223 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 5,005 | 222 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 4,875 | 220 | 0.04% | 0.04% | 52 | +100 | 2.09% | Q3 2026 | Oct 19, 2026 |
| HRT FINANCIAL LP | History | No change | 4,937 | 219 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,705 | 208 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifeWealth Investments, LLC | History | No change | 4,575 | 207 | 0.06% | 0.05% | 55 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 4,584 | 203 | 0.0% | 0.0% | 56 | -360 | -7.28% | Q3 2026 | Nov 06, 2026 |
| BARCLAYS PLC | History | No change | 4,470 | 202 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,750 | 122 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,634 | 119 | 0.01% | 0.0% | 59 | +1,094 | 71.04% | Q3 2026 | Oct 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,412 | 109 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,246 | 101 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,200 | 99 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 53 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,112 | 49 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 512 | 22 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 405 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 201 | 9 | 0.0% | 0.0% | 67 | -5,350 | -96.38% | Q3 2026 | Nov 09, 2026 |
| MORGAN STANLEY | History | No change | 40 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,767 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -14,072 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -6,100 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -767 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q3 2026 | Oct 15, 2026 |